Heritage Financial Services, LLC (EIN 46-4420482) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $23.6M in plan assets and 49 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heritage Financial Services, LLC 401(k) Plan | 001 | 49 | $23.6M |
46-4420482 is the Employer Identification Number (EIN) Heritage Financial Services, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
